See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,428 | $88,710-93.9% | $81,783-93.4% | $145,959-96.3% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 20.14% | 1027.26%-1007.1pp | 775.05%-754.9pp | 561.95%-541.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,733 | $4,645-62.7% | $4,320-59.9% | $6,689-74.1% |
| Admin fee / account holder | $438 | $8,407-94.8% | $7,380-94.1% | $13,398-96.7% |